$3.9 trillion
In invested assets globally
As of 12/31/2022
Commitment
For nearly four decades, our team has been providing generations of families with professional and timely wealth management in diverse market conditions. Wherever you are in your personal or professional journey, our team is committed to having a meaningful impact on all aspects of your life. Beyond your investments, we are eager and willing to help in any capacity we can.
Integrity
Appreciated for our honesty and reliability, we pride ourselves on always doing what’s best for our clients and their families. It’s this kind of dedication that builds trust.
Professionalism
The dynamic worldwide presence of UBS provides us with extensive reach and the distinct advantage of the firm’s global research, insights and resources. We offer personalized service and the assurance that your information is always private and confidential.
Our entire team takes the time to understand what matters most to you and provide the tailored guidance that's specific to your goals. We're committed to getting to know you on both a financial and personal level.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
